John Rhode is a financial advisor at ON Investment Management CO with 11 years of industry experience. He holds a Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2018. Outside of his advisory role, he is involved in insurance sales and mortgage financing, working with realtors and builders to assist homebuyers. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and manages client assets through both discretionary and non-discretionary advisory relationships.

Zachary Morgan is a financial advisor at AdvisorNet Wealth Partners with four years of industry experience. He holds the CFP® and CFA® designations, as well as a Series 66 license. Prior to joining AdvisorNet, he worked at Northern Trust for five years. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and third-party managers while offering both discretionary and non-discretionary management.

Uma Murthy is a financial advisor with StoneX Advisors Inc. in Frankfort, IL, holding a Series 66 license and bringing 25 years of industry experience. She has been with StoneX Advisors and related entities since 2019 and previously operated U-WIN Investment for 28 years. Outside of her advisory role, she owns and manages a health, life, and property insurance brokerage and is involved in medical student placement services through several related companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs multiple investment strategies and platforms to accommodate a wide range of client needs, including high-net-worth clients and ERISA plans.

Timothy Mccabe is a CFP® professional with 45 years of industry experience, currently serving at AdvisorNet Wealth Partners since 2019. He previously worked at Cetera Wealth Services, LLC and McCabe & Associates, Inc. Outside of advisory work, he is also licensed as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and may include sub-advisors or internal model portfolios to meet client objectives.

Donald Zolfo is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Sowell Management since 2020. He previously worked at 83rd Street Wealth Management, LLC from 2016 to 2020. Outside of advisory work, he is also involved in insurance sales and service, dedicating time to that activity outside trading hours. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple investment management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Jody Robinson is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Morgan Stanley prior to joining Kingsview in 2015. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.

Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.

Maria Tipton is a financial advisor at KCD Financial, Inc. with 38 years of industry experience. She has worked at KCD Financial since 2012 and was previously with PRUCO Securities, LLC. from 1998 to 2011. In addition to her advisory work, she is licensed as an insurance agent and sells fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, using a range of investment strategies and third-party management programs.

Margaret Hernandez is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet since 2026. Her prior experience includes roles at Schwab Wealth Advisory, Charles Schwab Bank, and Fidelity Investments. She held part-time positions at Butler University and worked in travel before fully entering the financial advisory field. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine learning, to deliver tax-optimized and regularly reviewed portfolios.

Michael Moylan is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Gradient Advisors since 2012 and is also a partner in Advanced Planning Advisors, a firm focused on insurance and retirement planning, which he co-founded in 2010. Moylan has over 30 years of experience through his ownership of Moylan Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Roland Szilard is a financial advisor with Valic Financial Advisors in Olympia Fields, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 2006 and is also affiliated with Agia since 2022. Outside of his advisory role, Szilard serves as a board member involved in organizing youth soccer training and play activities and acts as a youth soccer referee. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its client base of nearly 300,000 across more than 1,200 advisors.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Lewis Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Bank of America, Merrill, Legion Insurance Group, and Axa Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.

Joseph Chmiel is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. prior to joining Creative Planning. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Anthony Carter is a financial advisor at Voya Financial Advisors, Inc. He holds the ChFC® designation and Securities Series 63 and 65 licenses, with four years of industry experience. His prior experience includes roles at Charles Schwab, Bank of America, Merrill, J.P. Morgan, Baird, Fidelity Investments, and Computershare. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of representatives, utilizing both affiliated and unaffiliated products alongside technology-enabled tools and a mix of discretionary and non-discretionary account management.

Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including LPL Financial, LLC and Independent Financial Partners. In addition to his advisory roles, he manages Harvest Financial Planning, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to assist clients in achieving their financial goals.

Sean Temperly is a CFP® professional with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. in Chicago, IL. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is president of Seatim LLC, a private investment pool. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and an optional tax-overlay service.

James Beverley is a CFP® and ChFC® with 29 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and BlueLake Wealth Advisors, with prior experience at Partners Wealth Management. Outside of his advisory work, Beverley serves as an assistant wrestling coach at Montini Catholic High School and holds board positions with Reclaim 13 and his residential townhome association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm serves a broad client base, including large institutional investors, and offers access to multiple management platforms and third-party solutions.

Bryan Laverman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 26 years of industry experience, including prior roles at LPL Financial and Concourse Financial Group Securities, Inc. Laverman also operates a notary public service for form requirements in his office. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.